Barbara Wolter (CRD# 1687160) is an Investment Advisor Representative working at Piper Sandler & Company in Minneapolis, MN and has over 27 years of experience in the finance industry.
CRD# 4898817
Raymond James & Associates, Inc.
CRD# 5002363
Lundeen Abrams Advisors, LLC
CRD# 6559296
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Piper Jaffray Investment Management LLC | Minneapolis, MN | May 2008 - Current | 16 |
| Piper Jaffray & Company | Minneapolis, MN | Jan 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2008 |
- MN
-
Total Assets Under Management1,581MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$1,580,517,015
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CT, IL, KS, MN, NC, NY, TN, WI
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